Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Utilities›Electric Utilities›Electric Utilities

1 · Sector

Weight and 12M allocation change

Information Technology27.9%+27.90 pp Health Care16.3%+16.24 pp Industrials12.0%+11.94 pp Consumer Discretionary7.1%+7.11 pp Consumer Staples7.0%+6.96 pp Communication Services4.3%+4.32 pp Materials3.3%+3.25 pp Real Estate3.2%+3.20 pp Utilities3.1%+3.05 pp Energy2.0%+2.04 pp Financials13.9%-86.02 pp

2 · Industry

Inside Utilities

Electric Utilities1.44%+1.44 pp Multi-Utilities1.37%+1.37 pp Water Utilities0.11%+0.11 pp Independent Power Producers & Energy Traders0.09%+0.09 pp Gas Utilities0.04%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.44%+1.437 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.44%

Industry change · 12M

+1.44 pp

Electric Utilities · contribution

+1.437 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 2021 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Duke Energy → DUK	United States	$80.5bn	0.269%	-0.007 pp	+0.269 pp	+35.5%	Yes
Southern Company → SO	United States	$69.6bn	0.233%	-0.010 pp	+0.232 pp	+31.2%	Yes
American Electric Power → AEP	United States	$44.8bn	0.150%	-0.004 pp	+0.150 pp	+17.6%	Yes
Exelon → EXC	United States	$34.2bn	0.114%	+0.002 pp	+0.114 pp	+37.6%	Yes
Public Service Enterprise Group → PEG	United States	$32.3bn	0.108%	-0.004 pp	+0.108 pp	+26.8%	Yes
Eversource Energy → ES	United States	$31.2bn	0.104%	+0.004 pp	+0.104 pp	+8.9%	Yes
WEC Energy Group → WEC	United States	$29.8bn	0.100%	-0.006 pp	+0.100 pp	+3.3%	Yes
PPL Corporation → PPL	United States	$22.6bn	0.076%	-0.005 pp	+0.075 pp	+12.6%	Yes
Edison International → EIX	United States	$22.0bn	0.073%	-0.003 pp	+0.073 pp	+15.4%	Yes
FirstEnergy → FE	United States	$21.2bn	0.071%	-0.003 pp	+0.071 pp	+42.4%	Yes
Evergy → EVRG	United States	$15.7bn	0.052%	+0.002 pp	+0.052 pp	+33.3%	Yes
Alliant Energy → LNT	United States	$15.2bn	0.051%	-0.000 pp	+0.051 pp	+15.6%	Yes
Entergy → ETR	United States	$11.1bn	0.037%	-0.001 pp	+0.037 pp	+15.7%	Yes

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.